Accounts list widget

The Accounts list widget is a great way to quickly view your current account balances, as well as a total balance of the included accounts.

You can configure this widget to have a custom title as well as show specific accounts or account types.

Custom widget title (optional)

Replaces the default 'Your accounts' title with a name of your choosing

Account select

Choose to show all accounts, selected account types, or selected accounts

Using selected accounts, you can add or remove accounts from your Dashboard's 'Account list' view. Just drag and drop the accounts you'd like to display over to the Selected accounts column.

Grouped accounts

Choose to display grouped accounts as one combined account or to list individual accounts within the group.

There are some great ways to use the Accounts list widget!

The ability to select which accounts each widget shows means you can create multiple versions of this widget, each configured to show certain accounts.

For example, you could create two Accounts list widgets and configure one to show investment accounts and another to show your bank accounts.

Adding a custom title keeps these nice and clear, and including only the specific accounts in each widget provides you with a total balance of each set of accounts 🙌